Life Insurance Starter Kit (Our Top 5)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Education, Business, Money, Investing, Financial Planning, Cfp, Personal Finance, Retirement

4.4 • 2K Ratings

🗓️ 20 April 2022

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

Do you need life insurance? Not everyone does and before you start deciding what type of policy you need, there's a whole list of questions you should ask yourself. Joe and OG are taking center stage today and sharing their top five considerations before buying life insurance. Starting the conversation around risk management and planning, not the product, will lead you to the best solution for you and they tell you how. During our headline segment, we're talking about advisor fees. With multiple fee models out there, is one better than another? The guys share their thoughts on why each model works and why there might not be a right or wrong way to do it. We'll also answer Jen's question about paying off her mortgage early. Doug will also share his super exciting insurance trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	A brand new movie from the Paw Patrol is ready to launch.
0:03.6	Did he say launch?
0:04.8	No, I said launch.
0:07.6	This October, we got superpowers.
0:10.0	Awesome.
0:10.6	Prepare for a movie event so enormous.
0:13.0	Go right in with the big does now.
0:15.4	You'll need to see it on the biggest screen possible.
0:18.6	We're going to need a new name for ourselves.
0:20.4	How about the Paw Patrol?
0:21.8	Paw Patrol.
0:22.6	With just a little bit extra.
0:24.4	Paw Patrol, the Mighty Movie, it's the first this weekend.
0:27.4	Only it's set up on October 13th.
0:29.0	Book tickets now.
0:58.4	I'm Joe's mom's neighbor, Doug, and it's 420.
1:07.4	Which means absolutely nothing to me.
1:09.4	And there's definitely not anything on the special holiday calendar mom got us.
1:13.4	So today, we've got Joe and OG talking about the top five considerations
1:18.4	for buying life insurance.
1:20.4	If your thought on life insurance is who cares about my family scrum?
1:24.4	I'll be dead.
	...

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